Project Sponsors

Projects in Opportunity Zones (OZ) will take many forms but, in many cases, are opportunities for entrepreneurs and entrepreneurial real estate developers (“Project Sponsors”) to attract capital through a targeted investment vehicle. For entrepreneurs looking to attract capital to a new business venture or real estate developers looking to build multiple projects across OZ areas, the JMP platform provides a unique means to attract capital, raise the visibility of the project and accomplish investor transparency. Specifically, JMP’s services for Project Sponsors include:

Partnership/Entity Accounting

• General Ledger

• Reconciliations

• Investor Allocations

• Quarterly Financial Statements

• Annual Financial Statements

• Investor Capital Statements

• Annual Audits and Tax supporting information

• Treasury and Secretarial

• Corporate Formation

• Annual Filings

• Project Cash Flow Management

• Loan processing and covenant compliance

• Investor Distributions

• Disbursements/collections

Support

• Coordination with legal counsel

• Coordination with auditors